Dan Wendol

Dolphin Financial Radio

Have fun planning your retirement! This is a fun and conversational show with a focus on retirement planning issues. Dan Wendol and his co-host Tony keep a down-to-earth tone as they address topics like retirement income, healthcare costs, investing, pensions, retirement lifestyles, insurance, Social Security and many other financial topics. Dan Wendol shares his tips and experience as a fiduciary retirement planner and owner of a Registered Investment Advisor. His personal belief is that a successful retirement is about increasing income and decreasing stress. Sometimes special guests will jo...

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Autor

Dan Wendol

Categoria

Business

Último episódio

30 de mai de 2025

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Episódios

Is Long Term Care Insurance Worth It? 02.08.2018

How will you cover long-term care and major health needs in retirement? Is Long-Term Care insurance worth it? Dan digs into this topic and talks about the issues and the options available to you that you may not know about.

Why You Should Delay Social Security 26.07.2018

On the last episode Dan talked about why we should take Social Security early, now he's saying we should delay? Listen in to find out what he's talking about.

Why You Should Take Social Security Early 19.07.2018

When should you take Social Security? In this show Dan talks about the reasons you may want to take it earlier rather than later and goes over the pros and cons.

Financial Advice from the Founding Fathers 05.07.2018

Speaking of Independence Day... Our founding fathers had some great things to say about finances. There are many lessons to be learned and of course host Dan Wendol tells us all about them and how to apply these lessons to help our own financial situations!

Over 50? Now what? 28.06.2018
Top Retirement Tips of 2018 (so far) 21.06.2018

Dan and Tony discuss the top tips they have covered in previous shows in 2018. Topics included those such as what is a fiduciary, social security tips, the new tax laws that went into effect, and much more.

Retirees Need More Risk? 07.06.2018

Wait a minute! That can't be right...Retirees need MORE risk? You have to listen to this episode to find out why this is so important for you to understand.

Why Do Investors Underperform? 31.05.2018

How is it that the S&P outperforms investors? In this show Dan talks about why you may be underperforming as an investor and has a number of helpful tips

Retirement's Silent Killer 24.05.2018

How can you protect your saving and investments from inflation? Dan talks about strategies to do just that on this episode.

Financial Jeopardy 03.05.2018

Listen in and have some fun as Dan asks Tony some trivia questions relating to finances and learn some things that can help you!

Here's To Your Longevity 26.04.2018

People are living longer and longer. That's a good thing, right? However, it means you'll need better retirement planning and more savings to make it last through your retirement. Dan talks about how to deal with this on this week's show.

American Horror Story: Health Insurance 19.04.2018

Listen in as Dan shares his own personal horror story of health care cost and health insurance, and find out how to avoid making mistakes that can cost you.

Saving Your Retirement 12.04.2018

Why are people falling behind with retirement savings? Dan talks about why and what you can do about it.

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